John Rubino - Mega Cap Tech vs Gold As An Inflation Hedge
John Rubino, https://rubino.substack.com/ , joins us to outline why he thinks a market crash and recession are on the horizon. This makes the precious metals a more attractive investment.
We discuss why investors now think that mega tech are also an inflation hedge beside simply gold. Also how this mentality could change when a market crash and recession hit the US.
Fed policy ties into this as higher for longer is more in the headlines. Central banks around the world have been pushing back rate cuts but markets have been resilient. What's the investor mentality that's holding markets up?
Timestamps
0:00 - Higher for longer from the Fed and other central banks
4:57 - Why would the Fed start cutting?
8:24 - Investor psychology thats holding markets up
10:59 - Mega cap tech vs gold as an inflation hedge
13:59 - Crash/recession watch
17:09 - Western demand for PMs, when will it come in?
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Disclaimer: The content in this podcast is not intended to be financial advice. It is meant for educational and entertainment purposes only.
